NYSE:ORCL
NYSE:ORCLSoftware

The Bull Case For Oracle (ORCL) Could Change Following Major Healthcare Digitalization Push in Ireland

In recent days, Oracle announced a series of major developments, including the expansion of its cloud-powered healthcare solutions across Irish maternity hospitals, new client deployments with Bloom Energy and Digital Realty supporting sustainable data center operations, and AI-driven enhancements to its supply chain management products. One unique aspect highlighted is Oracle Health's role in providing unified, real-time patient data across more than half of Ireland's births, directly...
NasdaqGS:PHVS
NasdaqGS:PHVSPharmaceuticals

Pharvaris (PHVS) Bolsters Balance Sheet With $175 Million Offering but What Will It Fund Next?

In July 2025, Pharvaris N.V. completed a US$174.99 million follow-on equity offering, issuing 8,250,000 ordinary shares at US$20 each and 500,000 pre-funded warrants at US$19.99, with a US$1.20 discount per security, and added Oppenheimer & Co. Inc. as co-lead underwriter. This significant capital raise not only strengthens Pharvaris' balance sheet, but also signals market interest in supporting the company’s future development pipeline. We’ll explore how this substantial follow-on offering...
NasdaqGS:HTO
NasdaqGS:HTOWater Utilities

How Dividend Hike and Slower Growth Guidance at H2O America (HTO) Shape Its Investment Narrative

On July 25, 2025, H2O America’s board declared a quarterly dividend of US$0.42 per share, payable September 2, and reported second quarter earnings with revenue of US$198.26 million and net income of US$24.68 million, both above the prior year's results. While recent earnings exceeded expectations, management’s guidance for below-industry-average revenue growth has become a focal point for investors assessing future prospects. We will examine how H2O America's slower projected revenue growth...
NasdaqGS:PSMT
NasdaqGS:PSMTConsumer Retailing

How PriceSmart’s (PSMT) Soaring Shareholder Returns and Earnings Growth Could Shape Investor Sentiment

Over the past three years, PriceSmart, Inc. has delivered robust compound earnings per share growth and total shareholder returns that outpaced the broader market, including dividends. Interestingly, while earnings growth has been strong, even greater gains in shareholder returns point to markedly improved investor sentiment toward the company over this period. With investor confidence on the rise, we'll explore how PriceSmart's multi-year performance may alter its investment outlook moving...
NasdaqGS:DPZ
NasdaqGS:DPZHospitality

Is Domino’s (DPZ) Balancing Growth and Capital Returns Amid Mixed Q2 Earnings and Ongoing Buybacks?

Domino's Pizza reported earnings for the second quarter ended June 15, 2025, with revenue rising to US$1.15 billion but net income falling to US$131.09 million compared to the prior year, alongside continued share repurchases totaling 315,696 shares in the most recent tranche. Despite higher six-month revenues, Domino's saw a quarterly drop in profit while maintaining an active buyback program that underscores its focus on returning capital to shareholders. We'll now explore how these mixed...
NYSE:NLY
NYSE:NLYMortgage REITs

Will Annaly’s (NLY) $250 Million Preferred Stock Offering Shift Its Capital Allocation Strategy?

Annaly Capital Management recently completed a US$250 million fixed-income offering, issuing 10,000,000 shares of 8.875% Series J Fixed-Rate Cumulative Redeemable Preferred Stock at a price of US$25 per share. This capital raise enables Annaly to target fresh investments in agency mortgage-backed securities, residential credit assets, and mortgage servicing rights, potentially shaping its near-term growth and asset mix. We will explore how this new preferred stock issuance fits into Annaly’s...
NYSE:AEE
NYSE:AEEIntegrated Utilities

Ameren’s Earnings Surge and Data Center Demand Might Change the Case For Investing In AEE

Ameren Corporation reported a rise in revenue and net income for the second quarter and first half of 2025, with second quarter sales reaching US$2.22 billion and net income of US$275 million, both up compared to the previous year. An important development is Ameren's expanded infrastructure investment and increased data center demand, resulting in over 2.3 gigawatts of signed construction agreements expected to begin ramping up in late 2026. Let's explore how the company's strong earnings...
NYSE:DTM
NYSE:DTMOil and Gas

Why DT Midstream (DTM) Is Up 6.3% After Strong Q2 Results and Pipeline Expansion Moves

DT Midstream, Inc. recently reported second quarter 2025 earnings, with revenue of US$309 million and net income of US$107 million, both higher than the previous year, and declared a US$0.82 per share dividend payable in October. The company also advanced key pipeline expansion projects and completed the integration of significant pipeline acquisitions, reinforcing its operational footprint and opportunities for future growth. We will explore how the company's robust revenue growth and...
NYSE:SPXC
NYSE:SPXCMachinery

SPX Technologies (SPXC) Is Up 8.8% After Raising Full-Year Guidance Following Strong Q2 Results—Has the Bull Case Changed?

In the past week, SPX Technologies reported second-quarter 2025 earnings that exceeded expectations, posting US$552.4 million in sales and raising its full-year revenue and earnings guidance. The improved outlook was supported by continued growth in core segments, contributions from recent acquisitions, and successful new product initiatives in areas such as digital interoperability and data center cooling solutions. Next, we'll assess how the company's upgraded guidance and segment growth...
NYSE:TXNM
NYSE:TXNMElectric Utilities

What TXNM Energy (TXNM)'s Profit Drop Despite Rising Sales Means For Shareholders

TXNM Energy reported its second quarter and first half 2025 results, with sales rising to US$502.42 million and US$985.21 million year-over-year, but net income dropping sharply to US$21.58 million and US$30.5 million, respectively. This earnings decline occurred despite higher revenues, indicating that increased costs or margin pressures played a significant role in shrinking overall profitability. We will examine how this pronounced drop in net income, despite stronger revenue, may...